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5 Keys to Investing for Retirement
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5 Keys to Investing for Retirement.
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5 Keys to Investing for Retirement
About the Video
Participating in your retirement plan is probably more important than any individual investing decision you’ll make. This video can help you make smarter choices regardless of whether you have some investing experience or are just getting started by learning some basic rules.
Rem Oculee
Founder and CEO
Do you feel unsure about your knowledge of investments?
Making decisions about your retirement account can seem overwhelming. That’s why understanding some basic rules of investing can help you make smarter choices and pursue your goals without feeling intimidated by your investments.
That’s why I did this video – to guide you through some keys for investing and planning for your retirement. Some things you’ll learn in this video are:
✔︎ Strategies to help you not lose ground to inflation
✔︎ To invest based on your time horizon
✔︎ The aspects of risk tolerance and how to manage risk
✔︎ How to integrate retirement into your financial goals
✔︎ The importance of portfolio diversification
Meet the Presenter
Rem Oculee
- Founder and CEO
Rem and his team at Confidence Wealth have continued to take a powerful, holistic approach to wealth management. Their process isn’t subject to whim, and it doesn’t believe that what happened in the past will always happen that way again. Rather, it draws on Rem’s 30 years of experience in both business and finance.
Since 1990, Rem has worked extensively with the financial industry to build a wide variety of individualized portfolios, engage a full range of investment markets, make risk assessments and grow clients’ net worth as cornerstones of his work. He continues to focus on strategy, leadership, and technological advances in the financial world’s ever-changing landscape.
Rem’s extensive research into a variety of large, complex investment instruments, along with advanced technical analyses of market trends and market psychology, helped him navigate Confidence Wealth through various economic conditions and investor trends.
Have questions? Contact us.
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Confidence Wealth Management LLC (CWM) is a registered investment adviser in Nevada and California. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the NV Department of Insurance, license no. 3558680 and CA Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. Consult with an attorney or CPA for usage of tax or legal concepts. Confidence Wealth Management LLC, its affiliated companies, and their representatives do not give legal or tax advice. This video may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. Pursuant to IRS Circular 230, the video is not intended to provide specific legal, tax, or investment advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Thus, any forecast in this video is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the video and may not be valid, may change, and/or may not be true any longer as time passes. Any information given is to be considered general and should not be undertaken without consulting with a Confidence Wealth Financial Professional that can understand your unique situation and give you a customized solution with a complete disclosure.